customize the contacts

Comments

11 comments

  • Gijs van Dam

    Why not create an app for your own contacts? I just posted a question on this forum asking why one would use workspace contacts at all. I don't see any benefits from it.

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  • Tiago Stutz

    Gijs van Dam:

    Agreed!

    +1

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  • Ruby Sinreich

    I have a contacts app in a workspace, but then it links to the official Contacts of Podio. I'm frankly confused about why I nee to make an app that refers to my contacts just to get them where they can be used in the workspace.

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  • Kristen Alvarez

    There are a lot of advantages to working with the contacts app, such as using the Freshbooks connector.  If you don't have the client in the contacts app then the integration won't work.  Therefore, since I have to use it, I'd really like to be able to customize the fields!!!!!

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  • Eron Lloyd

    In addition to customization, I would really like to have a global address book functionality, in the same way I can see all tasks across workspaces and apps. There are a lot of redundancy issues with having to maintain duplicate contact items in different workspaces.

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  • Jon Moss

    Can we create an embeddable form that pulls in information to automatically generate a workspace contact as well as collect other information?

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  • Jacquelyn May

    Yes, you can use webforms to do this: https://help.podio.com/entries/21684758-creating-a-webform-from-an-app. You'd just need to create an app that has a Contact field and any other fields you'd want people to fill in.

    /Jacquelyn - Podio

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  • Jens Kilian

    Is there a answer to the first question? customizable? 

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  • Deb Harrell

    Still waiting for an answer about editing field labels when importing Excel files.

    Can you edit the labels?

    Can you move labels from Contacts to Company? (i.e. address, website, main phone, fax, etc. that relate to the whole company instead of duplicating it for each contact.)

    Can you add additional fields for columns not labeled in the standard template?

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  • Adrien BLAISE

    Basically, you can't customize workspace contact fields (reorder, rename, add columns, etc.). You'd need to create a Contacts app for this. Maybe you want to post a feature request for this.

    As to Gijs van Dam's question (why use space contacts at all), well, because users can't create a reference item on the fly, as they can for contacts... We use an app to list companies (Clients), and within each company, we've got multiple contacts (where we need to re-enter company name), that we can use individually in other apps (like Projects), then users can enter new contacts on the fly right from the Projects app, yet someone still needs to add that new contact to the Client item, which is quite suboptimal, but we live we it, awaiting on the fly reference item creation...). 

    HTH.

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  • Sara Høeg Højlund-Rasmussen

    Thanks for contributing Adrien. There is no current way to customize the contact field. Contact app would be a good suggestion for this :)

    //Sara - Podio

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